Getting Started Guide

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‍Table of Contents:

What is Balance Pro?

How to Add an Account

How to Add a Transaction

How to Mark a Transaction as Cleared

How to Add a Bill

What is Balance Pro?

Balance Pro is a powerful personal finance and budget app that helps you reach your financial goals. You can keep track of your financial accounts (savings, checking, cash, loans, credit cards, and more) as well as set goals and budgets. You can see a list of all Balance Pro features here.

How to Add An Account

1. From the Accounts page, tap the green plus button in the bottom right of the screen.

2. Enter your account details.

• Name: Add the name of the account.
• Balance: Enter the current balance of your account. This will be your initial starting balance and you can enter transactions into this account from this moment forward.
• Type: Select the type of account, like savings, checking, etc.
• Currency: Each account can have it’s own currency. Select the primary currency your account is most often used for.
• Note: This is a note field for you to add any additional details you may need.

How to Add a Transaction

1. Tap the account in which you’d like to add a transaction.

2. Once inside an account, tap the green plus button in the bottom right corner of your screen.

3. Enter in your transaction details. The only required fields are: name, amount, type, and date.

• Name: Enter the name of this transaction.
• Amount: Enter the monetary amount for this transaction.
• Type: Select the type of transaction, such as purchase, income, etc.
• Date: The date and time for this transaction.
• Category: For reporting and organization, select a category.
• Color: If you select a color, it will appear in your transaction list. This makes it easier to find a transaction if you want to come back to it later.
• Cleared: Mark your transaction as cleared, or turn the switch off if the transaction is still pending in your bank account. 
• Repeat: If you’d like to set up this transaction to repeat at specific intervals, enter it here.
• Note: This note field is for any additional details you may want to add.
• Check #: If you have a check number you can add it here.
• Add Receipt: Tap this button to add a receipt to this transaction. You can take a photo or upload an existing photo from your device’s photo gallery.

How to Mark a Transaction as Cleared

To mark a transaction as cleared, tap the blank circle next to its name. A check mark indicates a cleared transaction.

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How to Add a Bill or subscription

1. Tap on the Bills/Subs tab.

2. Tap on the green plus button at the bottom right of your screen.

3. Enter your bill details. The only required fields are: name, amount, and due date.

• Name: Enter the name of this bill.
• Amount: Enter the monetary amount of this bill.
• Due Date: Choose the next due date for this bill.
• Category: For reporting and organization, select a category.
• Currency: Each bill can have its own currency.
• Pay From: You may select an account from which this bill will deduct from once it is marked as paid. This will automatically create a transaction in the account that you select if you enable this option.
• Repeat: If you’d like to set up this bill to repeat at specific intervals, enter it here.
• Auto Pay: If enabled this bill will mark itself as paid on its due date.
• Note: This note field is for any additional details you may want to add.

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Want More Information?

There’s a lot more to Balance Pro. If you have additional questions, visit our Support page and search for any questions you may have.

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